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Woodard & Company Asset Management Group’s Polaris PII Stock Holding History

Woodard & Company Asset Management Group’s Portfolio PII Stock Details PII Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-21
Closed -$2K – 182
2018
Q3 		$2K Buy
+21
New +$2.35K ﹤0.01% 238
2018
Q1 		– Sell
-45
Closed -$6K – 230
2017
Q4 		$6K Buy
+45
New +$5.34K 0.01% 190

Other funds holding PII

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Woodard & Company Asset Management Group's PII Position: Q4 2018 in Review

Woodard & Company Asset Management Group sold out of Polaris (PII) in Q4 2018, closing a stake of 21 shares — an estimated $2K sold.

Woodard & Company Asset Management Group first reported a position in PII in Q4 2017 and held it in 2 quarters. The position peaked at $6K in Q4 2017. 428 funds tracked by Wall St. Rank hold PII as of Q4 2018.

  • Woodard & Company Asset Management Group reported no remaining Polaris position as of Q4 2018 after selling out during the quarter.
  • Woodard & Company Asset Management Group sold 21 Polaris shares in Q4 2018, an estimated $2K.
  • Woodard & Company Asset Management Group first reported a position in Polaris in Q4 2017 and held it in 2 quarters.
  • Woodard & Company Asset Management Group's Polaris position peaked at $6K in Q4 2017.
  • 428 funds tracked by Wall St. Rank held Polaris as of Q4 2018.

Based on Woodard & Company Asset Management Group's 13F filing for Q4 2018, filed 1 Feb 2019.